Covid-19/Economy/US-China/Beidou/Stocks
China News That Matters Getting back to normal, but… Slow recovery and backward moves Bills and insults as Europe squirms Ploughing on to rival...
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Three Things Thai Media Can Learn From Disney
The Thai media sector is facing some serious challenges and is losing money hand over fist. We picked up Disney CEO Bob Iger's recent autobiography...
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Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 4/​​​24/​​​​​​​2020
Some datapoints that caught our eye last week in TMT.Obex’s fundamental research process is focused on secular change in the TMT and Consumer...
520 Views
Investing in Indian Cricket: Can the Likes of Dream11 Fill the Void?
Last week, an article on Bloomberg suggested that the likes of Alibaba Group (BABA US) and Tencent Holdings (700 HK) are pouring cash into India’s...
518 Views
Coronavirus as Secular Accelerator II: US Media/Telco Edition
In our weekly notes, we’ve been circling around an insight that is beginning to crystallize. Covid 19 is an accelerator of secular shifts in...
463 Views